Ideas & Insights

Many people worry about whether a 529 Plan will impact their eligibility for financial aid. It will impact your aid, but may help you more than it will hurt. Understand the advantages of a 529 Plan and its minimal impact on financial aid.

Many couples have separate bank accounts, with a shared or communal account to pay household needs and expenses. Both may contribute equally to the account, but still maintain individual checking and saving accounts. With a second marriage or both working outside the home, an arrangement like this is common. But when it comes to retirement, how does having separate accounts affect your retirement?

There are a lot of factors to consider in determining where to retire. It can be exciting and overwhelming. Luckily, WalletHub compared all 50 states on 41 different qualities they felt related to “retirement-friendliness”. The analysis considered factors like affordability, health-related factors and overall quality of life.

When you have a lot of debt, it can feel hopeless to think about saving money at the same time. Kim Curtis, CEO of Wealth Legacy Institute reminds us that is possible to pay off our debt while continuing to build wealth.

Paying for college can be daunting and almost hopeless if you are doing it on your own. Kim Curtis, CEO of Wealth Legacy Institute, discusses how to pay for college and manage your student loan debt so that you are able to enter college worry free.

In a natural disaster or crisis your first priority is the safety of you and your family, having your finances and critical information safe gives you one less thing to worry about during difficult times.